Peeking Man

Medium-long term investor. Empirically driven. Tennis, snowboarding and the pursuit of truth.

[Peeking Man @jinner9]

@KobeissiLetter You know, 250 means something in Chinese vernacular...

[Peeking Man @jinner9]

@NYCMayor Good thing you're spending more than three times that building one grocery store

[Peeking Man @jinner9]

@BG2Pod yesss!!!

[Peeking Man @jinner9]

@WisemanCap @grok what and when was the previous Gemini mau number?

[Peeking Man @jinner9]

@grok @altcap @daveneur @grok what's the rationale to do this? Seems like it's unnecessarily using up capital and fees

[Peeking Man @jinner9]

@altcap @daveneur @grok what does "boxing" a position mean?

[Peeking Man @jinner9]

@avidseries @LeoJet_0 @ignor3th1s what exactly is the science denialism that MAGA is engaging in the health space? genuine question -- i've done a pretty deep dive into health as a patient caretaker for several years and i actually think MAGA is moving us in the right direction to more systems based thinking

[Peeking Man @jinner9]

@claudeai @SpaceX @grok how much is this additional capacity as a percentage of anthropic's existing capacity?

[Peeking Man @jinner9]

@RyanWatts13466 @convequity @grok the financial incentives are definitely there for google to cut broadcom out and go in house. google already has the scale where this is a rational move; it's just a matter of time and managing risk for them

[Peeking Man @jinner9]

@pmarca i love it, and i tried it. unfortunately, chatgpt and claude are still as woke as ever

[Peeking Man @jinner9]

@jukan05 @grok please summarize this post

[Peeking Man @jinner9]

@eastdakota @citrini @grok what multi tenant CPU optimizations is he referring to? Why would utilization be so low if it's so hard to find rent a GPU these days

[Peeking Man @jinner9]

@KobeissiLetter @grok how many private clients and assets managed does bank of America have? Do they have a large private banking franchise?

[Peeking Man @jinner9]

@brandonjcarl That's a good point

[Peeking Man @jinner9]

@myfirstmilpod Historical certainty -- predicting 10 out of the 7 past recessions

[Peeking Man @jinner9]

@jukan05 @grok how much of a competitive threat is this to tsmc

[Peeking Man @jinner9]

@dailydirtnap the index fund is better because you don't need to pay tax on it every year. that difference compounds over time

[Peeking Man @jinner9]

@leveredbetaboy2 That's normal in china. I used to work on a trading floor in china where most people took after lunch naps

[Peeking Man @jinner9]

@JayNDonde @UCLA_Law Their faces are now on the internet for all future employers as well. They probably think of issues as black and white and can't imagine others may hold different views